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For your clients

Wealth Interactive will give clients the online access and functionality they expect today.

It will:

bring them closer to their wealth

reinforce your recommendation of us as a provider

further enhance their relationship with you, thanks to the seamless communication between the client and adviser extranets.

Wealth Interactive gives your clients an at-a-glance view of their Old Mutual International products and a clear, transparent way to keep track of their wealth. It gives them quick and easy access to all the information they need to feel more engaged with their policies and help them understand why their investments perform as they do. They can see:

the current value of their bond

the historic value of their bond

how their assets are performing

a library of all the correspondence they’ve received from us

a history of the transactions you have made

factsheets for the assets they hold.

Wealth Interactive will also help you service your clients by:

showing them you are providing a clear, transparent, efficient service that’s also excellent value for money

providing you with investment tools such as risk profiling and asset allocation to help you build the right investment solutions.

Wealth Interactive gives your clients information about their wealth, not the expert knowledge to manage it without you, and so there are regular prompts to refer them back to their adviser.